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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,728 | $82,630+38.8% | $64,105+79.0% | $125,389-8.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 68.2%+26.6pp | 83.2%+11.5pp |
| Annual return | -2.68% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,211 | $2,671+244.8% | $1,820+406.1% | $4,866+89.3% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,187 | $6,382-81.4% | $4,499-73.6% | $9,541-87.6% |